| Date | Description |
|---|
| 2023-08-04 |
update person_description Steven Rash => Steven Rash |
| 2023-07-02 |
insert person Jenny Baranick |
| 2022-09-06 |
insert vp Robin Stewart |
| 2022-09-06 |
delete person Annie Kleffner |
| 2022-09-06 |
insert person Taryn Williames |
| 2022-09-06 |
update person_title Robin Stewart: UFA in 2016 As an Asset Manager; Investments Associate => Vice President; UFA in 2016 As an Asset Manager |
| 2022-06-07 |
insert person Annie Kleffner |
| 2022-06-07 |
update person_title Amy Paasch: Compliance and Operations Manager => Compliance Manager |
| 2021-12-09 |
insert general_emails in..@unitedfundadvisors.com |
| 2021-12-09 |
delete address 1455 NW Irving St., Suite 590
Portland Oregon 97209
379 West Broadway
New York, New York 10012 |
| 2021-12-09 |
delete fax (503) 796-5865 |
| 2021-12-09 |
delete person Tessa Judge |
| 2021-12-09 |
delete phone (503) 226-1370 |
| 2021-12-09 |
insert address PO BOX 96070
Portland, OR 97296 |
| 2021-12-09 |
insert email in..@unitedfundadvisors.com |
| 2021-08-13 |
insert person Flynn Mahoney |
| 2021-08-13 |
update person_title Amy Paasch: Operations Manager => Compliance and Operations Manager |
| 2021-01-22 |
delete person Casey Rauch |
| 2021-01-22 |
insert person Tessa Judge |
| 2020-10-03 |
insert email ja..@unitedfundadvisors.com |
| 2020-10-03 |
insert email tr..@unitedfundadvisors.com |
| 2020-10-03 |
insert person Steven Rash |
| 2020-10-03 |
update person_description Amy Paasch => Amy Paasch |
| 2020-10-03 |
update person_description Cam Turner => Cam Turner |
| 2020-10-03 |
update person_description Catherine Marel => Catherine Marel |
| 2020-10-03 |
update person_description Chris Hasle => Chris Hasle |
| 2020-10-03 |
update person_description Robin Stewart => Robin Stewart |
| 2020-10-03 |
update person_title Casey Rauch: Reporting Coordinator => Reporting Manager; Reporting Coordinator |
| 2020-10-03 |
update person_title Robin Stewart: Asset Manager => UFA in 2016 As an Asset Manager; Investments Associate |
| 2019-10-25 |
insert about_pages_linkeddomain studiopress.com |
| 2019-10-25 |
insert about_pages_linkeddomain wordpress.org |
| 2019-10-25 |
insert contact_pages_linkeddomain studiopress.com |
| 2019-10-25 |
insert contact_pages_linkeddomain wordpress.org |
| 2019-10-25 |
insert index_pages_linkeddomain studiopress.com |
| 2019-10-25 |
insert index_pages_linkeddomain wordpress.org |
| 2019-10-25 |
insert management_pages_linkeddomain studiopress.com |
| 2019-10-25 |
insert management_pages_linkeddomain wordpress.org |
| 2019-10-25 |
insert projects_pages_linkeddomain studiopress.com |
| 2019-10-25 |
insert projects_pages_linkeddomain wordpress.org |
| 2019-07-26 |
delete person Charles Falk |
| 2019-07-26 |
delete person Stephanie Keeler |
| 2019-02-13 |
delete email ja..@unitedfundadvisors.com |
| 2019-02-13 |
delete email tr..@unitedfundadvisors.com |
| 2019-02-13 |
update person_description Catherine Marel => Catherine Marel |
| 2019-02-13 |
update person_title Catherine Marel: Director of Treasury => Director of Portfolio Management |
| 2019-01-09 |
delete person Jazmyn Urzua |
| 2019-01-09 |
delete person Tracy Amaral |
| 2019-01-09 |
insert person Casey Rauch |
| 2019-01-09 |
insert person Fatoumata Kone |
| 2018-05-20 |
delete email ap@unitedfundadvisors.com |
| 2018-05-20 |
insert index_pages_linkeddomain linkedin.com |
| 2017-11-19 |
delete cfo Neal Sacon |
| 2017-11-19 |
delete coo Neal Sacon |
| 2017-11-19 |
delete treasurer Catherine Marel |
| 2017-11-19 |
insert cfo Luke Peterson |
| 2017-11-19 |
insert svp Shelly Crowder |
| 2017-11-19 |
delete person Angelo Meaderds |
| 2017-11-19 |
delete person Eric Logsdon |
| 2017-11-19 |
delete person Neal Sacon |
| 2017-11-19 |
insert person Charles Falk |
| 2017-11-19 |
insert person Jazmyn Urzua |
| 2017-11-19 |
insert person Robin Stewart |
| 2017-11-19 |
insert person Shelly Crowder |
| 2017-11-19 |
update person_description Carl Talton => Carl Talton |
| 2017-11-19 |
update person_description Catherine Marel => Catherine Marel |
| 2017-11-19 |
update person_description Stephanie Keeler => Stephanie Keeler |
| 2017-11-19 |
update person_description Tracy Amaral => Tracy Amaral |
| 2017-11-19 |
update person_title Amy Paasch: Operations & Portfolio Management Assistant / Staff; Operations & Portfolio Management => Operations Manager / Staff; Operations Manager |
| 2017-11-19 |
update person_title Catherine Marel: Treasurer => Director of Treasury |
| 2017-11-19 |
update person_title Luke Peterson: Controller => Director of Finance |
| 2017-11-19 |
update person_title Stephanie Keeler: Reports & Information Administrator => Reporting Manager |
| 2017-11-19 |
update person_title Tracy Amaral: Compliance & Information => Corporate & Compliance Manager |
| 2016-02-24 |
delete general_emails in..@unitedfundadvisors.com |
| 2016-02-24 |
delete contact_pages_linkeddomain google.com |
| 2016-02-24 |
delete email in..@unitedfundadvisors.com |
| 2016-02-24 |
insert email uf..@unitedfundadvisors.com |
| 2015-02-04 |
delete person Amy Pasch |
| 2015-02-04 |
delete person Yupin Sinit |
| 2015-02-04 |
insert person Amy Paasch |
| 2014-07-01 |
insert person Amy Pasch |
| 2014-07-01 |
update person_title Carl Talton: Executive Chair => Ex Officio Chair |
| 2014-07-01 |
update person_title Eric Logsdon: Portfolio Analyst => Portfolio Manager |
| 2014-07-01 |
update person_title Stephanie Keeler: Admin Assistant => Reports and Information Administrator |
| 2014-07-01 |
update person_title Tracy Amaral: Admin & Operations => Compliance and Information Manager |
| 2014-01-10 |
delete person Karah Lockman |
| 2013-11-15 |
insert general_emails in..@unitedfundadvisors.com |
| 2013-11-15 |
insert vp Juneho Kim |
| 2013-11-15 |
insert email in..@unitedfundadvisors.com |
| 2013-11-15 |
update person_title Juneho Kim: Associate => Vice President |
| 2013-10-18 |
delete person Karissa Dunbar |
| 2013-08-21 |
insert email ka..@unitedfundadvisors.com |